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Legacy Wealth Transfer
Manage episode 298385331 series 2956153
コンテンツは Paul Deloughery によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Paul Deloughery またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, you'll learn three key insights about family legacy wealth transfer. First we talk about how to meet with families to discuss their legacy and wealth transfer and why an holistic approach is important, as well as family dynamics and traditions and incorporating new family members. Second, we go into the importance of mindset surrounding your business if you want to pass it down to the next generation and how your attitude as an owner will affect your plans for the future and how to keep from “poisoning the well.” And third, we discuss how understanding family legacy plans requires more than just paperwork and how this type of wealth transfer is more nuanced than just basic measurable results which is what lawyers usually focus on (was probate avoided, taxes).
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